Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300570.SZ
BUYFLAGT&S Communications Co.,Ltd. · Technology · China · $5.6B · Avg Vol: $955M/d
Optical communication component manufacturer benefiting from AI data center buildouts, but faces intense domestic price competition.
COMPANY DESCRIPTION
T&S Communications Co., Ltd. develops and manufactures optical fiber components, including connectors, adapters, and ceramic ferrules for telecommunications and data centers. The company's competitive moat is built on its high-precision manufacturing capabilities and strong OEM/ODM relationships with global telecom equipment giants. It is a vital supplier in the global optical communication supply chain, capitalizing on 5G rollouts and hyperscale data center expansions.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 138M | 131M | 204M | 229M | 18.3% |
| EPS | 0.12 | 0.10 | 0.17 | 0.20 | 17.7% |
| Shares | 230M | 230M | 227M | 227M | -1.2% |
| Debt | 125,010 | 43,324 | 360,290 | 2M | 132.1% |
| Equity | 194M | 202M | 228M | 252M | 9.2% |
| Op CF | 16M | 17M | 27M | 22M | 13.1% |
| Inv CF | -55M | 13M | -2M | 6M | — |
| Fin CF | -10M | -14M | -12M | -26M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 300570.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300570.SZ | T&S Communications Co.,Ltd.(you) | $5.6B | 70 | BUY |
| 002396.SZ | Fujian Star-net Communication Co., LTD. | $2.6B | 66 | BUY |
| 2018.HK | AAC Technologies Holdings Inc. | $6.6B | 87 | STRONG BUY |
| 301165.SZ | Ruijie Networks Co., Ltd. | $10.6B | 59 | HOLD |
| 600345.SS | WuHan Yangtze Communication Industry GroupCo.,Ltd | $2.4B | 57 | HOLD |
| 300628.SZ | Yealink Network Technology Co., Ltd. | $6.8B | 96 | STRONG BUY |
| 002281.SZ | Accelink Technologies Co,Ltd. | $24.3B | 72 | BUY |
| 300292.SZ | Wutong Holding Group Co., Ltd. | $1.1B | 67 | BUY |
| 3355.HK | FS.COM Limited | $1.9B | 84 | STRONG BUY |
| 300620.SZ | Advanced Fiber Resources (Zhuhai), Ltd. | $10.3B | 46 | HOLD |
Peer medians: ROE 3.8% · P/E 77.2x · Gross margin 25.9%